CSR- In office Sales Representative

Fred Loya Insurance Agency; Albuquerque (NM); On-site; USD 36,000 - 48,000; Full time

Job summary

Fred Loya Insurance Agency in Albuquerque, NM is hiring a full-time, customer-focused Insurance Agent. You will assist internal and external customers, answer questions about policies, process payments, and identify opportunities for coverage enhancements.

The role emphasizes bilingual English/Spanish, strong communication, and the ability to follow up on quotes, renewals, and cancellations while supporting marketing efforts and maintaining a tidy workspace.

Qualifications

• Basic to intermediate computer skills required.
• Bilingual English/Spanish helpful.
• Excellent communication skills to provide a first-rate customer experience.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Sales and provide professional, courteous service to customers.
• Answer questions regarding customer policies.
• Accept payments and process transactions.
• Identify potential needs and upsell policy coverage.
• Follow up on quotes, renewals and cancellations.
• Assist with marketing initiatives for new business development as needed.
• Maintain a neat and clean work area and office.
• FNOLs and vehicle inspections.
• Take vehicle pictures as required.
• Bank deposits and other duties as assigned.

Skills

Customer service

Communication skills

Bilingual English/Spanish

Computer literacy

Education

High School Diploma

Job description

• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Position is full time
• Other duties as assigned

Brief Description

Essential Duties and Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Taking vehicle pictures (squatting, bending, flexing required)
• Bank run deposits
• Position is full time
• Other duties as assigned

Qualifications/Requirements

• Computer literate desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Requirements

Qualifications/Requirements

• Computer literate desired from basic to intermediate skills
• Bilingual (English/Spanish) is helpful
• Must have excellent communication skills, be assertive, and have the ability provide a first-rate experience for our customers
• Must pass state licensing requirements
• Flexible schedule
• Reliable transportation

Education/Training/Experience

• High School Diploma
• Previous customer service experience is helpful

Summary

Essential Duties and Responsibilities

• Sales
• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL’s (vehicle inspections)
• Taking vehicle pictures (squatting, bending, flexing required)
• Bank run deposits
• Position is full time
• Other duties as assigned